GWM
Guardian Wealth Management’s Perimeter Solutions PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,187
| Closed | -$12K | – | 162 |
|
|
2025
Q1 | $12K | Buy |
+1,187
| New | +$12K | 0.01% | 152 |
|
|
2024
Q4 | – | Sell |
-855
| Closed | -$11.5K | – | 241 |
|
|
2024
Q3 | $11.5K | Hold |
855
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $6.7K | Hold |
855
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $6.34K | Hold |
855
| – | – | ﹤0.01% | 183 |
|
|
2023
Q4 | $3.93K | Hold |
855
| – | – | ﹤0.01% | 199 |
|
|
2023
Q3 | $3.88K | Hold |
855
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $5.26K | Hold |
855
| – | – | ﹤0.01% | 180 |
|
|
2023
Q1 | $6.91K | Buy |
+855
| New | +$6.91K | 0.01% | 181 |
|
|
2022
Q1 | – | Sell |
-516
| Closed | -$7K | – | 235 |
|
|
2021
Q4 | $7K | Buy |
+516
| New | +$7K | 0.01% | 180 |
|